+208.1%
LRCX vs SONY
-10.8%
+218.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.3% |
| 7D | +1.9% | -1.2% | +3.1% | +2.0% |
| 30D | +0.1% | +9.4% | -9.4% | -1.6% |
| 3M | -8.5% | +10.5% | -19.0% | -9.6% |
| 6M | +38.1% | +11.7% | +26.4% | +33.6% |
| YTD | +80.1% | -4.1% | +84.1% | +88.4% |
| 1Y | +208.1% | -11.8% | +219.8% | +246.4% |
| All | +208.1% | -10.8% | +218.9% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling